Dynamics 365 team members enterprise edition

The Dynamics 365 team members enterprise edition are important users, enabling the Dynamics 365 system to be used by many users within a company at an affordable price compared to the full apps or plan pricing.

When Microsoft announced the changes to Dynamics CRM in October 2016 it focused on making light users of Dynamics systems an important consideration when licensing them. Microsoft wanted to ensure that light users consuming data or creating reports were able to use Dynamics 365 in an affordable way, and so the Team Member licensing was borne. Previously to this, we had the Basic and Essential license types in CRM for the light users, however, the team member replaces these license types.

Dynamics 365 includes sales, customer service, project automation and field service applications and the team members have read access to all these apps. Full users are those using a full range of Dynamics 365 functionality. Each of the full users is role-based and sometimes an application is enough, however, you can invest in plans. For more information about the Dynamics 365 license types, please read here.

The team members complete light tasks and by using them wisely you can allow more people within your organization to use the data and empower your teams in entirety. One of the questions we are often asked is what a Dynamics 365 team member in the enterprise edition can do? We hope to answer all your questions here, but if you do have a specific need, please contact george@caltech.co.uk.

Dynamics 365 team members enterprise edition can

Write to contact, accounts, activities, tasks and notes and the shared calendar

Read and write access to custom entities

Be involved in the collaboration experience – creating and sharing posts

Edit / action personal information

Edit / action user dashboards and reports

Access anywhere over Outlook, mobile, web or tablet

Have general system use enjoying functions such as advanced finds, saved views and personal views

Export data to Excel

Have the ability to perform mail merges.

Dynamics 365 team members enterprise edition cannot

Carry out lead management or manage opportunities

create or work with marketing lists

Send quick campaigns

Manage cases

Manage contracts

Create or edit quotations

Carry out or utilize voice of the customer surveys

Utilize social listening / social engagement.

Sales App
If we compare the Sales application full user to the Dynamics 365 team member:
A team member in Dynamics 365 enterprise edition can access using the web, mobile, tablet and from Outlook. They can read throughout the sales application and write to contacts, accounts and tasks. They can create and edit in custom entities and work with power apps for sales.
You will need a full sales app license if your user needs to manage leads and opportunities, manage products or price lists, quote, use marketing lists and quick campaigns, work with the sales goals or utilize voice of the customer.

Customer Service App
Comparing the customer service application full user to the Dynamics 365 team member:
A team member in Dynamics 365 can read all applications and has access via web, mobile, tablet and from Outlook. They can write to accounts, contacts, activities / tasks and shared calendar as well as custom entities. They can use power apps for customer service, however…
they will need a full license for Customer Service application if they wish to edit and write to the case management or unified service desk, work with SLA’s or entitlements, contracts or voice of the customer.

Dynamics 365 Definition of Terms

Because the Dynamics 365 licensing guide uses terms of the system, I have outlined some of the key terms. This is important when understanding the Dynamics 365 Team Members enterprise edition rights.

Accounts and contacts are records that store information about organisations you record – who they are, the company name, what relationship they have to your organization and so on. An account holds contacts. You may have several contacts for one account. So, the account is the company name and the contacts the people who work at that company. Team members have full edit / action and read access to accounts, contacts, activities and notes.

Leads are potential sales and you can record where your leads are coming from. After nurturing a ‘lead’ you then qualify it to an opportunity, account and contact. An opportunity is a name for a deal that you are working on. Team members can read across all Dynamics 365 applications but they will not be able to edit or action a lead or an opportunity.

In Dynamics 365 a case is an entity (area) where you store and respond to issues or questions usually from your customers. This is a customer service area. Again team members only have access to read across all Dynamics 365 applications but they cannot manage cases.

A dashboard is an easy to read chart or graph. A team member license can be used for knowledge management including user dashboards and reports.

An activity is a way to keep track of customer communications. Assigning tasks is a way to ensure that leads and customer actions are taken care of. Dynamics 365 timestamps every activity and shows who created that activity.

Entities in Dynamics 365 form a vital framework. They are used to model the data relationships. The common entities found out of the box are account, contact, campaigns, leads…

Custom entities are new entities that can be created on a Dynamics 365 enterprise edition site. These entities can make the solution bespoke to your organisation. Team members have read / edit and action rights across custom entities. Please note that users creating an entity that duplicates and could replace an existing out of the box entity, for example, cases, then the user would still need to be licensed for cases.

I hope this post gives you clarity on the functionality of the Dynamics 365 team members enterprise edition. If you would like to receive the Dynamics 365 Enterprise Edition licensing guide with full information or receive further information about your specific need, please contact us George@caltech.co.uk